Make checklist exceptions easier to resolve
Give each important exception a clear place for context, decisions, and follow-through.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a page
Create a new page in a doc. note that creating a page requires you to be a doc maker in the applicable workspace.
Why this helps
Exceptions can be easy to overlook when they sit inside a longer checklist or get discussed in passing.
- Keep exception context beside the decision and resolution.
- Make open issues easier to find during reviews.
- Create a durable record for follow-up.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Coda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for checklist exceptions.
- 3Tell Notis to create a Coda page for a 21risk checklist exception with its context, impact, and requested decision.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real exception and confirm the page captures what reviewers need.
Questions about this workflow
Does this create a new Coda doc?
No. This action creates a page in a Coda doc. The connected user needs the required doc maker access.
What if the exception impact is not in 21risk?
Provide the missing impact or context in the webhook request or automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Coda. A trigger fires from one place; an action lands in another.
21risk triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Add a publishing category for a given pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.
Add a permission for pack
Create or modify user, workspace, or global permissions for a given pack.
Add custom domain
Add a custom domain to a published doc.
Add permission
Adds a new permission to the doc.
Begin content export
Initiate an export of content for the given page.
Content export status
Check the status of a page content export
Copy Document
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Connect any two apps with Notis in the middle.
21risk and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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